Director of Philanthropic Services - Baltimore, United States - Baltimore Community Foundation
Description
Position
The Director of Philanthropic Services works closely with the Vice
President of Philanthropy to provide high-level stewardship and
support for major fundholders and is responsible for the
identification, cultivation and stewardship of planned and major
gifts. This position will be the primary contact for various
specialized funds and work closely with Development and Donor
Services staff on delivering expanded donor services to select
fundholders. The Director of Philanthropic Services is also
responsible for the expansion and stewardship of BCF's
relationships with professional advisors (i.e., attorneys, wealth
and financial advisors, trust officers, life insurance
professionals and accountants).
Organization
Baltimore Community Foundation is a philanthropic foundation
created by and for the people of Greater Baltimore, where many
donors join together to make the region they love a better place,
today and for future generations. With assets over $255 million
comprised of nearly 900 charitable funds, BCF has granted over $600
million since its inception in 1972 and is one of the Baltimore
region's top grantmaking foundations. Our mission is to inspire
donors to achieve their charitable goals from generation to
generation and to improve the quality of life in the Baltimore
region through grantmaking, enlightened civic leadership and
strategic investments. Our action agenda organizes grants,
initiatives and advocacy around this vision. The values that guide
our work are trustworthiness, inclusion, and entrepreneurialism. In
2017, the Board of Trustees affirmed a strategic direction guided
by its core elements of donors, community engagement and
programmatic efforts and informed by a commitment to develop a
framework that advances race, equity and inclusion to achieve BCF's
vision of a Baltimore that boasts a growing economy where all have
the opportunity to thrive.
Responsibilities
• Gift Planning – Respond to inquiries from prospects, donor
representatives and professional advisors regarding current and
planned gifts. Help with professional advisor and donor research.
Draft and prepare fund agreements, obtain documentation and work
with donor services and the finance department to ensure completion
of all paperwork. Maintain a high level of expertise regarding
state and federal income, estate and inheritance taxes, gift and
estate giving methods and the legal aspects of charitable
giving.
• Major Donor Prospect Management – Assume a portfolio of existing
major fundholders and specialized funds for stewardship. Provide
expanded donor services to fundholders who seek specialized support
for their charitable giving. Identify prospects for cultivation and
engagement with a goal of encouraging new charitable funds, support
of BCF, its grantmaking and initiatives and the development of
legacy gifts.
• Professional Advisors – Educate professional advisors about BCF's
services and charitable giving options through in-person meetings.
This will include large and small group sessions. Promptly and
accurately respond to professional advisor requests for information
about BCF services and charitable giving options. Expand and update
BCF's database of professional advisors; identify new advisors and
track contacts with advisors and client referrals. Serve as liaison
to company who hosts BCF's planned giving website.
• Gift Acceptance – Under the direction of the CEO and Vice
President of Philanthropy, engage and serve as primary contact with
legal counsel on issues related to unusual or complex gifts. Update
the gift acceptance policies as needed.
• Special Events – Participate in recognition events for
professional advisors and legacy donors. Help design and
participate in targeted prospective donor and professional advisor
educational programs. Participate in other BCF events as
needed.
• Develop and maintain printed and online marketing materials and
communications for professional advisors and BCF charitable giving.
Contribute to BCF publications and marketing materials by providing
data, reports, content and proofreading as needed.
• Participate in the creation of annual development department
plans, goals and strategies.
• Attend staff meetings and serve on internal committees as
appropriate.
• Represent BCF at meetings and events which may occur during or
outside of normal work hours.
• Perform additional duties as assigned.
Qualifications
• Bachelor's degree required; MBA or JD preferred
• Minimum of three to five years of experience in planned giving or
related financial or legal fields
• Advanced certification desired (CFP, CFRE, CSPG, AEP, CAP)
• Understanding of estate planning, income, capital gain and estate
tax issues
• Ability to initiate conversations with professional advisors and
prospective and current donors
• Ability to speak to groups of individuals from various
professions and backgrounds
• Advanced computer skills, to include Word, Excel, Outlook and
Raiser's Edge
• High level of diplomacy skills
• Maintain confidentiality and use good judgment, discretion,
decision-making and professional and ethical work standards within
a fast-paced environment
• Project a positive, helpful attitude and a commitment to customer
service in all internal and external interactions
• Ability to plan, prioritize and organize internal and external
stakeholders to achieve goals
• Excellent written, oral, and interpersonal communications
skills.
To Apply
The Baltimore Community Foundation is an equal opportunity employer
and seeks a diverse pool of candidates in this search. We strive to
be trustworthy, inclusive and entrepreneurial in all we do.
We offer a competitive compensation package including benefits such
as health, vision and dental insurance, retirement contribution and
match, tuition reimbursement, life insurance, disability insurance,
charitable match, flexible spending account, employee assistance
program and more.
To apply, please submit a resume and cover letter by clicking
here:
Direct calls and/or unsolicited third-party endorsements are
strongly discouraged. No professional recruiters please